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Ainsworth records order puts Novomatic buyout back in focus
Kjerulf Ainsworth's reported records access renews the Novomatic dispute. We examine the bid history, valuation, minority rights and business risks.
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ACMA's triple lock puts wagering ad platforms on notice
ACMA explains Australia's January wagering ad rules. We examine triple lock, the Murphy inquiry and the risks for operators, publishers and affiliates.
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Bragg Gaming revenue falls 23% as cash generation takes priority
Bragg Gaming’s Q3 revenue fell 23% to €20.6m. We examine the cash flow gap, its content strategy and Morten Tonnesen’s turnaround priorities.
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Polymarket’s Job Cuts Put Its Next Growth Phase Under Scrutiny
Polymarket confirms job and contractor cuts. We examine its revenue claims, ICE backing, leadership hires and the risks behind its next phase of growth.
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Codere Online’s 31% Growth Faces a Post-World Cup Test
Codere Online’s revenue rose 31% in Q3, but unchanged guidance, fewer active players in Mexico and regulatory risks put the quality of growth in focus.
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DoubleDown’s Takeover Shows Why a Higher Offer Can Lose
DoubleDown’s takeover disclosures show why a conditional higher offer fell short. We examine the history, valuation, financing and minority investor safeguards.
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Bulgaria’s Gambling Ad Reform Puts Affiliates at Risk
Bulgaria’s proposed gambling ad reforms threaten its new affiliate licensing regime. We examine the history, business costs and consumer protection questions.
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Better Collective's Reported Job Cuts Expose the Limits of Diversification
Better Collective reportedly cut up to 85 jobs. We examine its Brazil exposure, acquisition history and the costs behind a more resilient affiliate business.
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Aristocrat Names Its Next CEO as Digital Growth Faces a Profit Test
Dafne Guisard is set to succeed Trevor Croker at Aristocrat in April 2027. We examine its digital profits, strategy and the challenges she will inherit.
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GAN’s UK Licence Exit Tests Sega Sammy’s Platform Reset
GAN’s reported UK licence surrender puts Sega Sammy’s restructuring in focus. We examine the acquisition history, platform migration and risks for customers.
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Gentoo’s €100m Refinancing Gives the Juroszek Family Control
Gentoo Media’s €100m refinancing puts the Juroszek family in control. We examine dilution, the new loan and the acquisition history behind its funding needs.
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Bally’s Intralot’s Revenue Surge Brings a Tougher Test for the evoke Deal
Bally’s Intralot’s revenue has surged after its BII acquisition. We examine comparable earnings, UK tax, debt and the proposed takeover of evoke.
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Allwyn’s €50m Kambi Deal Puts the Cost of Sportsbook Control in Focus
Allwyn’s €50m Kambi agreement brings sportsbook technology in-house. We examine the Novibet history, recurring costs, trading services and delivery risks.
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Entain Unites Ladbrokes and Coral Behind The Festive Four
Entain unites Ladbrokes and Coral for four days of Christmas jump racing. We examine the schedule, commercial case and contrast with Betfred’s decision.
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Prediction Markets Face the Cost of Fighting the States
Underdog’s Missouri challenge and Ohio restrictions show how state enforcement affects prediction-market brokers, suppliers and licensed gambling businesses.
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Superbet’s €500m Greek Plan Raises the Stakes for Retention
Superbet’s six-year Greek investment plan pairs sponsorship with technology. We examine repeat use, wagering figures and the costs behind sustainable retention.
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Play’n GO Sale Report Puts Revenue Quality in Focus
We examine what Play’n GO’s reported sale plans could mean for revenue quality, distribution and the earnings needed to support a higher valuation.
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PENN's Texas Bet Began Long Before This Election
PENN plans a stronger Texas gambling push. We examine its racing interests, the 2012 Retama deal, political hurdles and the risks of waiting for reform.
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CFTC's 30-day access demand deepens prediction markets dispute
The CFTC's 30-day access demand meets court restrictions in Michigan and on California tribal lands. We examine the prediction markets dispute.
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DraftKings cuts outlook as prediction markets test its growth model
DraftKings cuts its 2026 earnings outlook as Predictions spending rises. We examine the customer payback model and the risk to sports market access.
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Super Group sees a UK opening as tax pressure reshapes competition
Super Group sees a UK opening as rivals retreat. We examine its 13% revenue growth, the tax squeeze and why winning customers still needs to deliver profit.
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Brazil's betting ban tests the value of a five-year licence
Brazil's betting ban and restricted files raise questions over R$30m licences. We examine the public documents, court dispute and wider investment costs.
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Light & Wonder's digital split puts SciPlay's new CEO to the test
Light & Wonder's iGaming grows while SciPlay contracts. We examine the history, direct sales economics and the task facing new CEO Matthieu Labbat.
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Banijay's JOA deal brings Betclic closer to the casino floor
France clears Banijay Gaming's JOA deal. We examine Betclic's history, the poker connection and the economics of adding 33 land-based casinos.